Keep Bidsketch client details current from parsed documents
Capture a corrected email, phone number, or other supplied client detail without searching through old messages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
Updated client details can be buried in documents and emails, leaving proposal records out of date.
- Reduce manual copying of updated client details.
- Use a clear client identifier before making an update.
- Flag conflicting identities or uncertain changes for review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Bidsketch once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to update an existing Bidsketch client only when the incoming parsed result identifies the client and supplies a clear new detail; report conflicts or uncertainty.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real parsed document containing a client update.
Questions about this workflow
What if the parsed document does not clearly identify the client?
Have Notis report the ambiguity for review instead of updating a potentially incorrect record.
Can it update every client field?
The action supports updating client records, but the source only provides fields present in the parsed result. Specify which details to use in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Bidsketch. A trigger fires from one place; an action lands in another.
Airparser triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Creates a proposal for a client.
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Airparser and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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